Are you getting the most
out of your corporate retirement plan?
For many plan sponsors, managing a corporate retirement plan has become a frustrating and time-consuming task. Our team recognizes the necessity of streamlining the process.
Today’s employment and fiduciary climate demands a Retirement Plan Specialist who gives your plan and participants the time and attention each deserves. You need a resource who serves as an extension of your company and who is always working to your benefit.
The Retirement Plan landscape is constantly evolving and makes it increasingly challenging for employers to keep up without help. We provide a single point of contact solution for your administrative and fiduciary needs. Our services include:
Click for more information on Head Investment Partner’s fiduciary services.
We can help design plans from simplistic to very complex and assist with every step of the implementation process. Plan design evaluation is essential to aligning plan goals and participant demographics. This process involves assessing the retirement readiness of your workforce and its impact on organizational health by continually evaluating, measuring, and aligning the financial wellness strategies.
HIP prides itself in creating an individualized service program dedicated to meet your specialized needs. In a continuing effort to enhance employee financial wellness, Head Investment Partners develops education strategies based on a targeted approach to improving retirement readiness. We offer in-person, virtual, and recorded educational seminars along with onsite enrollment support.
Participants can schedule a personal retirement planning consultation with our team. Regardless of market conditions, our team at Head Investment Partners is always here for you and your participants. Whether you want to know if you are saving enough for retirement or have concerns about your account investments during uncertainty in the market, we are your resource.
We conduct a comprehensive RFP, annual fee benchmarking, and investment review.
Head Investment Partners provides a well-documented, results oriented, fiduciary focused process. We provide access to all Plan Sponsor documents, TPA documents, and Fiduciary Documents in one place.
Your resource where you will find all the documents we provide to help you reduce the fiduciary liability you face in managing your retirement plan. Go there now.
Allow our team to do the heavy lifting for you. We can help ensure that your company and its employees always have a plan that meets your needs.
More resources
The Retirement Times
As a plan sponsor, you probably spend a fair amount of time dealing with it one way or another — whether you’re gathering, analyzing, or reporting it. And for good reason, given the intrinsic value of data-driven decision making.
The Retirement Times
Generation X — comprising those born between 1965 and 1980 — faces unique financial and social pressures that have left almost half of them with no retirement savings.
The Retirement Times
Recent findings from the Government Accountability Office (GAO) highlight critical considerations for sponsors exploring crypto currency as a retirement plan investment option.
The Retirement Times
DOL and IRS Provide Hurricane Relief Guidance releasing a statement in November detailing disaster relief measures for employee benefit plans
The Retirement Times
What Retirement Planning Isn’t. Americans believe they need nearly $1.5 million to retire comfortably…
Q4 Fiduciary Hot Topics
Final and Proposed RMD Rules Answer Some Questions, Raise Others
The Retirement Times
Increasing 401(k) Balances can Bring Increased Risk. By the second quarter of this year, the number of “401(k)” millionaires rose 2.5% over Q1
Q3 Fiduciary Hot Topics
President Biden released his budget proposal for fiscal year 2025 on March 11, 2024. The budget includes several retirementrelated
proposals targeted at “high-income taxpayers” (HITs),
The Retirement Times
Helping Employees Avoid Retirement Health Care Sticker Shock
The Retirement Times
The IRS Issues Guidance on Withdrawals for Domestic Abuse Victims
The Retirement Times
Closing the Financial Wellness Engagement Gap
The Retirement Times
Financial planners who conduct pension consulting have been pointing out that you can find yourself in trouble when you reach retirement if you’re saving without a goal. Many people have been saving for retirement without taking the time to figure out how much they’ll need when they eventually retire.